Corpay (NYSE:CPAY) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Corpay (NYSE:CPAY) had its target price boosted by equities researchers at Keefe, Bruyette & Woods from $470.00 to $525.00 in a research note issued to investors on Thursday, Benzinga reports. The brokerage currently has an “outperform” rating on the corporate payments company’s stock. Keefe, Bruyette & Woods‘s price objective would indicate a potential upside of 25.36% from the company’s current price.

Other equities research analysts have also recently issued research reports about the company. Cantor Fitzgerald lifted their price target on Corpay from $415.00 to $480.00 and gave the company an “overweight” rating in a report on Monday, August 10th. Weiss Ratings raised Corpay from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, October 8th. Wall Street Zen lowered Corpay from a “buy” rating to a “hold” rating in a research report on Saturday, October 24th. Raymond James Financial reissued an “outperform” rating and issued a $442.00 price target on shares of Corpay in a research note on Thursday, August 6th. Finally, Scotiabank began coverage on Corpay in a report on Wednesday, September 2nd. They set an “outperform” rating and a $536.00 price target on the stock. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Corpay presently has a consensus rating of “Moderate Buy” and a consensus target price of $454.23.

Corpay Stock Up 3.0%

CPAY stock opened at $418.79 on Thursday. The stock has a market cap of $27.50 billion, a PE ratio of 25.49, a price-to-earnings-growth ratio of 1.11 and a beta of 0.94. The firm’s 50-day simple moving average is $403.19 and its 200 day simple moving average is $359.03. Corpay has a fifty-two week low of $256.38 and a fifty-two week high of $427.46. The company has a quick ratio of 0.97, a current ratio of 0.97 and a debt-to-equity ratio of 1.70.

Corpay (NYSE:CPAY) last posted its earnings results on Wednesday, November 4th. The corporate payments company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.20 by $0.34. Corpay had a net margin of 22.72% and a return on equity of 42.18%. The firm had revenue of $1.38 billion during the quarter, compared to analyst estimates of $1.36 billion. During the same period in the previous year, the business posted $5.70 EPS. Corpay’s revenue was up 17.9% on a year-over-year basis. As a group, sell-side analysts predict that Corpay will post 25.81 EPS for the current year.

Insider Activity at Corpay

In other Corpay news, Director Steven T. Stull sold 2,357 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $413.62, for a total transaction of $974,902.34. Following the completion of the transaction, the director directly owned 21,241 shares of the company’s stock, valued at approximately $8,785,702.42. This trade represents a 9.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Ronald Clarke sold 119,486 shares of Corpay stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $412.40, for a total value of $49,276,026.40. Following the transaction, the chief executive officer owned 2,354,330 shares in the company, valued at approximately $970,925,692. This trade represents a 4.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 220,860 shares of company stock worth $91,395,514. 5.19% of the stock is owned by corporate insiders.

Institutional Trading of Corpay

Hedge funds and other institutional investors have recently modified their holdings of the company. Lido Advisors LLC grew its holdings in Corpay by 67.1% during the third quarter. Lido Advisors LLC now owns 2,452 shares of the corporate payments company’s stock worth $953,000 after acquiring an additional 985 shares during the period. Keybank National Association OH increased its holdings in shares of Corpay by 111.6% in the third quarter. Keybank National Association OH now owns 2,436 shares of the corporate payments company’s stock valued at $904,000 after buying an additional 1,285 shares in the last quarter. New York Life Investment Management LLC raised its position in shares of Corpay by 49.7% during the third quarter. New York Life Investment Management LLC now owns 14,644 shares of the corporate payments company’s stock worth $5,517,000 after purchasing an additional 4,863 shares during the period. AlphaCore Capital LLC lifted its stake in Corpay by 162.6% during the third quarter. AlphaCore Capital LLC now owns 1,896 shares of the corporate payments company’s stock valued at $708,000 after buying an additional 1,174 shares in the last quarter. Finally, Retirement Systems of Alabama lifted its position in shares of Corpay by 57.9% in the 3rd quarter. Retirement Systems of Alabama now owns 21,677 shares of the corporate payments company’s stock valued at $8,159,000 after acquiring an additional 7,946 shares in the last quarter. Institutional investors own 98.84% of the company’s stock.

Corpay News Summary

Here are the key news stories impacting Corpay this week:

• Positive Sentiment: Third-quarter adjusted EPS was $7.54, above estimates of about $7.20 and up from $5.70 a year earlier. Revenue rose 17.9% year over year to $1.38 billion, also topping expectations. Corpay Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Corpay raised its fiscal 2026 revenue outlook to $5.34 billion–$5.36 billion, above the roughly $5.32 billion analyst estimate. Corpay Q3 Adjusted Earnings, Revenue Increase; Fiscal 2026 Outlook Raised
• Positive Sentiment: Management expects 9%–11% organic revenue growth in 2027 and plans to deploy about $2 billion of free cash flow, signaling confidence in growth and cash generation. Corpay projects 2027 organic revenue growth
• Neutral Sentiment: Corpay completed the sale of its vehicle maintenance business. The available report provides no details on sale proceeds or the expected financial impact. Corpay Completes Sale of Vehicle Maintenance Business

About Corpay

Corpay is a global corporate payments company that provides businesses with a range of payment and expense management solutions. Its services are designed to help organizations manage payables, card programs, travel and fleet-related expenses, and cross-border transactions more efficiently.

The company serves customers across a variety of industries and geographies, offering software and payment tools that streamline accounts payable, vendor payments, and workforce payments. Corpay also provides specialized solutions for fleet management and international payments, helping businesses control costs and simplify financial operations.

Corpay operates as part of the broader financial technology and payment processing sector.